Branch Manager II (Waltham)

FUNCTIONAL SUMMARY: Responsible for leading and managing the daily sales and operations including depository, home equity closing, and facilities of the Branch office, ensuring adherence to Credit Union policies and procedures. Implements and executes changes to improve overall sales and operating efficiencies. Maintains a solid awareness of credit Union philosophies and actively participates in striving to achieve a positive member image. (Branch size of six Full Time Equivalents or more. RESPONSIBILITIES: Functions as management authority in the Branch office in regards to sales operational, depository, and certain lending issues. Guides and advises staff and members regarding complex member issues. Ensures proper communication between departments. Responsible for hiring, training, coaching, evaluating, developing, promoting, compensating, and disciplining subordinates within the current policies and procedures established through Human Resources and within approved budget guidelines. Leads and manages sales activities, programs, processes and tactics across the branch organization and local marketplace focused on retaining and deepening member relationships and attracting new members and business to the CU. Leads and manages sales process expectations through weekly observations to support one on one coaching with employees to measure and evaluate against performance. Conducts performance management per the agreed upon standards when goals are not met. Leads, manages and coordinates sales activities, programs and tactics, across the Branch Office and local marketplace, focused on retaining and deepening member relationships, as well as attracting new members to MVCU. Be actively involved in community organizations and events to represent MVCU in the Merrimack Valley area. Manages all aspects of ATM services at Branches including: maintenance, security and daily servicing. Establishes and maintains the Branch Budget as approved by the VP Retail Banking & Operations. Makes suggestions for creating operational efficiencies as identified. Assists in developing policies within area of responsibility and ensures the standard operation procedures within the branch are written, communicated and followed. Authorizes exceptions to accepted operational policies and procedures, within established guidelines, when circumstances warrant. Acts as Membership Officer, as approved by the Board of Directors. Conducts dialogue and feedback with all department managers throughout the Credit Union regarding member service issues and concerns. Works across business lines to enhance member experiences, optimize opportunities and generate incremental revenue for MVCU. Assists members with problem resolution, more complex deposit/lending issues, etc. in a prompt, effective and professional manner. Determines that proper control and individual accountability of cash handling procedures are maintained. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures. QUALIFICATIONS: Related Bachelor's degree or equivalent experience required. Minimum of four years branch operations experience within a financial institution. Minimum of two years management/supervisory experience preferred. Proven written and verbal communication, organizational, and leadership abilities. Must possess initiative, strong interpersonal skills, and the ability to effectively manage daily operations of the Branch. Must be familiar with all applicable regulatory issues and compliance. PC skills to include MS Office, Outlook, Word, Excel and PowerPoint required. On call 24/7 for all branch security calls by contracted vendors, and local police and fire departments. Provides Medallion and/or notary service for membership. (Required as part of the job within 90 days of hire) Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

Created: 2024-11-19